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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,830 | $95,915-40.7% | $79,580-28.6% | $134,532-57.8% |
| Participation rate | 7.7% | 75.0%-67.3pp | 69.5%-61.8pp | 81.2%-73.5pp |
| Annual return | -18.34% | -2.71%-15.6pp | 0.15%-18.5pp | 418.27%-436.6pp |
| Employer contribution / active EE | $336 | $3,129-89.3% | $2,413-86.1% | $4,741-92.9% |
| Participant deferral / active EE | $2,077 | $4,693-55.7% | $3,985-47.9% | $6,401-67.6% |
| Admin fee / account holder | $401 | $9,132-95.6% | $6,835-94.1% | $11,429-96.5% |